2015 Winners |
Lifetime Achievement
Stephen Lewis, Columbia Funds
Great-West Financial buys JPMorgan Retirement Plan Services
Fund Leader of the Year
Fund Marketer of the Year
Trustee of the Year
Stephen Lewis, Columbia Funds
Gus Sauter, Vanguard
Hall of Fame
John Hancock
John Hancock
Virtus Investment Partners
Morningstar
Rising stars
Thomas Bogle, Dechert
Deal of the YearThomas Bogle, Dechert
Ndenisarya M. Bregasi, K&L Gates
Gerard Connors, BNY Mellon
Allison Fumai, Dechert
Bo Howell, Ultimas Fund Solutions
Ben Johnson, Morningstar
Caroline Kraus, Goldman Sachs
Damian McIntyre, Federated Investors
James Owen, LPL Financial
Rick Schulitz, Mass Mutual Finance Group
Nathaniel Segal, Vedder Price
Chris Yeomans, Strategic Insight
Jason Wolf, Third Avenue Management
Great-West Financial buys JPMorgan Retirement Plan Services
Fund Leader of the Year
Martha King, Head of US financial intermediaries, Vanguard Group
Fund Marketer of the Year
Bob Cunha, Managing Director of marketing and distribution strategy, Eaton Vance
Independent Counsel of the Year
Marco Adelfio, Partner, Goodwin Procter
Marco Adelfio, Partner, Goodwin Procter
Retirement Leader of the Year
Vanguard Group
Sales Success of the Year
JPMorgan Funds active fund lineup
Small Board Trustee
Vanguard Group
Sales Success of the Year
JPMorgan Funds active fund lineup
Small Board Trustee
Bradden C. Backer, Independent Chairman, Wintergreen Fund
Trustee of the Year
Sidney Harris, independent Chairman, RidgeWorth
Funds